SGX Market Updates By SGX My Gateway

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SGX My Gateway Market Updates

STI Clocks 9% Annualised Return Amidst 10 Years of Global Challenges

03 January 2019

For the 10 years ending 2018, the STI generated annualised total returns of 9.2%, which were one-fifth higher than the regional Asia Pacific benchmark, and in-line with the FTSE ASEAN 40 Index. The current STI constituents that generated the strongest returns over the period were Venture, SATS, Jardine Cycle & Carriage. The three stocks represent different industries, and averaged similar annualised total returns of 18.5%

STI Stocks with Biggest Surge in Trading Turnover in 2018

SGX My Gateway

14 December 2018

In addition to joining the STI in 2018, both Venture and Dairy Farm have seen surges in trading turnover in 2018. For the 12M ending 30 Nov, Venture's average daily trading turnover tripled to S$10.4M, compared to S$3.5M for the previous 12M. 3 of the 5 STI Reserve Stocks also saw turnover surge, with Mapletree Log Trust trading turnover up by 85% compared to the preceding 12M, Mapletree Ind Trust's trading turnover up 51% and Suntec REIT's trading turnover up more than a third.

Singapore’s Largest Technology Stocks Going into 2019

SGX My Gateway

12 December 2018

Singapore's Electronics Sector PMI posted a drop of 0.6 point in November from the previous month to record contraction at 49.9. This was the first contraction record by the Singapore Institute of Purchasing and Materials Management (SIPMM) after the sector recorded its 27th month of consecutive expansion in October. The Technology Sector is deemed to be highly cyclical. The 25 largest Tech stocks in Singapore have generated median 16% declines in 2018 YTD, following median 2017 total returns of 72%.

Recent Highlights of Singapore’s Consumer Stocks

SGX My Gateway

12 December 2018

The 5 largest and best-performing consumer stocks in the 2018 YTD were: Best World (+94.8%), Japfa (+44.6%), Sri Trang (+36.7%), Sheng Siong (+21.7%), and Dairy Farm (+20.4%). These 5 stocks have averaged a YTD total return of 43.6%, bringing their 3Y and 5Y total returns to 414.5% and 808.0% respectively. In the month of November, SGX saw a net institutional inflows of S$212.5 million – the first net inflow in seven months. Consumer Staples and Consumer Discretionary were among the top net buy sectors, while top institutional net buy stocks were Best World, Genting Singapore, and Jardine Cycle & Carriage.

Stocks with a Rubber Focus Average 18% Gains in 2018 YTD

SGX My Gateway

11 December 2018

Singapore lists multiple stocks with a rubber focus, with activities spanning manufacturing to distribution. Two of the stocks, China Sunsine Chemical Holdings and Top Glove Corp Bhd have been amongst Singapore's 15 best performing stocks in 2018 YTD. Together the 6 stocks with a rubber focus (including Sri Trang Agro-Industry, Riverstone, Halcyon Agri, UG Healthcare) have averaged an 18% total return in the 2018 YTD, following 19% average total returns in 2017.

3 Best-Performing SGX Office REITs Averaged 7% Total Return in 2H18-To-Date

SGX My Gateway

05 December 2018

In the 2H18 to-date (29 June-3 Dec 2018), the three best-performing REITs with office assets were Keppel REIT (+9.0%), CapitaLand Commercial Trust (+6.5%), and Suntec REIT (+5.7%). The trio averaged a total return of +7.1% over the period, bringing their YTD, 3Y and 5Y total returns to -6.6%, +45.0% and +48.8% respectively. Analysts have noted revived investor interest in Singapore REITs, driven by a flight to safety amidst rising risk-aversion. In November 2018, the REITs sector saw net inflow of S$28.1 million by institutional investors, reversing three consecutive months of net outflows.

Jardine Stocks Advanced 9% in November 2018

SGX My Gateway

04 December 2018

SGX lists Jardine Matheson Holdings and Jardine Strategic Holdings, in addition to four companies held by Jardine Strategic Holdings - Hongkong Land, Dairy Farm International, Mandarin Oriental and Jardine Cycle & Carriage. The six stocks averaged 9% gains in the month of November 2018. The November gains, brought the average total return of the six stocks to 5% in the 2018 YTD with 10 year average annualised returns of 14%, ranging from 10% for Dairy Farm International to 18% for Jardine Cycle & Carriage.

SG Banks Bought Back S$88 Million in Shares in November 2018

SGX My Gateway

03 December 2018

In November, 29 SGX-listed stocks repurchased 40 million shares for a total consideration of S$109 million. This was up from S$60 million in buyback consideration in October, and S$39 million in November 2017. The three banks - DBS, OCBC and UOB made up four-fifths or S$88 million of the S$109 million in total buyback consideration for November. Last week marked 50 years since the largest capitalised of the three, DBS, was quoted for trading on the stock market.

Mapletree REITs Amongst the Most Defensive Stocks in 2018

SGX My Gateway

26 November 2018

3 of the Mapletree REITs are in the STI Reserve List - used to advance stocks into the STI should an STI constituent be deleted ahead of the next quarterly review. For 1HFY18/19 (ending 30 Sep), the four Mapletree REITs all reported YoY growth in Gross Revenue & DPU. In 2018 YTD, the four Mapletree REITs averaged a 1% decline in total return, following 33% average total returns in 2017. By comparison the FTSE EPRA/NAREIT Asia Pacific ex-Japan Index declined 3% & the iEdge S-REIT Index declined 4% in the 2018 YTD.

SGX’s 10 Largest Developers Average 6% Rebound From 12-Month Troughs

SGX My Gateway

15 November 2018

The iEdge SG Real Estate Developers & Operators Index is a free-float, market capitalisation-weighted index that measures the performance of listed real estate developers and operators in Singapore. The Index's 10 largest constituents, with a combined market capitalisation of S$56 billion, have averaged a 6% price rebound from their 12M troughs. In particular, Ho Bee Land, City Developments and Yanlord Land each have registered price gains of 9% from their 52-week lows.

These articles are provided by SGX My Gateway.

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